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iShares Micro-Cap ETF

208 hedge funds and large institutions have $514M invested in iShares Micro-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
48
Reduced
68
Closed
13
Calls
$1.81M
Puts
$749K
Net Calls
+$1.06M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
151
Allworth Financial
California
$141K -$18.8K -162 -12%
TFA
152
Toth Financial Advisory
Virginia
$137K +$132K +1,135 +2,270%
AWM
153
Angeles Wealth Management
California
$137K
FFA
154
Farther Finance Advisors
California
$122K +$122K +1,049 New
Comerica Bank
155
Comerica Bank
Texas
$114K
ST
156
Smithfield Trust
Pennsylvania
$113K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$103K
MFA
158
McClarren Financial Advisors
Pennsylvania
$103K +$815 +7 +0.8%
FFA
159
Frazier Financial Advisors
Ohio
$102K +$102K +879 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$102K -$14.7K -127 -13%
PA
161
Parallel Advisors
California
$95.7K -$17.4K -150 -15%
IA
162
IFP Advisors
Florida
$92.9K -$34.2K -295 -27%
GWM
163
Geneos Wealth Management
Colorado
$87.5K -$1.97K -17 -2%
Franklin Resources
164
Franklin Resources
California
$85.3K
PIA
165
Powell Investment Advisors
Florida
$83K +$83K +715 New
EBA
166
Eagle Bay Advisors
New York
$82.5K -$22.6K -195 -22%
MA
167
Montag & Associates
Georgia
$77.7K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$75.4K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$66.8K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$66.7K -$580 -5 -0.9%
PWMG
171
Provence Wealth Management Group
California
$63.8K
EWM
172
Evermay Wealth Management
Virginia
$47.1K -$8.7K -75 -16%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.4K
ADL
174
Asset Dedication LLC
California
$45K -$10.5K -90 -19%
BC
175
Bartlett & Co
Ohio
$41K